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  1. Bank Rules - Copy Bank Rules

    135 votes

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    37 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.

    It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.

    It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.

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    Lucy Cook commented  · 

    I've wanted this functionailty for years, not sure why it hasn't yet been created.
    Would also be cool to be able to download rules then uploads via csv files then it would be super quick to replicate similar rules

    Lucy Cook supported this idea  ·